See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,812 | $175,202+63.1% | $149,673+91.0% | $139,434+105.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.63% | 166.71%-158.1pp | 134.42%-125.8pp | 372.94%-364.3pp |
| Employer contribution / active EE | $117 | $5,474-97.9% | $4,818-97.6% | $4,751-97.5% |
| Participant deferral / active EE | $180 | $6,519-97.2% | $5,680-96.8% | $6,710-97.3% |
| Admin fee / account holder | $5,259,019 | $16,150+32463.2% | $13,210+39711.5% | $11,403+46021.6% |